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JPMorgan Income ETF
JPIE

Overview Fund Activity

197 hedge funds and large institutions have $1.18B invested in JPMorgan Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+19
Holders Change %
+10.67%
% of All Funds
2.87%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.31%
New
36
Increased
99
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$86.8M
2
SFA
2
Sequoia Financial Advisors
Ohio
$70M
3
SC
3
Savant Capital
Illinois
$38.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$36.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$35.2M

Top Sellers

1
MAG
1
MRA Advisory Group
New Jersey
$0
2
KAM
2
Kensington Asset Management
Texas
$0
3
FAM
3
Family Asset Management
South Carolina
$1.99M
4
4WM
4
49 Wealth Management
Texas
$992K
5
GCM
5
Gallacher Capital Management
Colorado
$2.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPA
51
Investment Planning Advisors
Georgia
$5.56M +$5.56M +122,386 New
JSW
52
Journey Strategic Wealth
New Jersey
$4.82M +$592K +13,019 +14%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.66M +$496K +10,918 +12%
TGAM
54
TBH Global Asset Management
Tennessee
$4.5M +$573K +12,594 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$4.45M +$1.3M +28,632 +41%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$4.24M +$519K +11,413 +14%
SWA
57
Strategies Wealth Advisors
Michigan
$4.05M +$3.69M +81,175 +1,037%
BAG
58
Bridgewealth Advisory Group
California
$4.04M +$948K +20,849 +31%
SSC
59
Syverson Strege & Co
Iowa
$3.84M +$359K +7,892 +10%
PAG
60
Paladin Advisory Group
Iowa
$3.74M +$135K +2,998 +4%
SW
61
SkyOak Wealth
Michigan
$3.71M +$927K +20,398 +33%
RMF
62
Red Mountain Financial
Colorado
$3.67M +$3.67M +80,678 New
TWM
63
Tradition Wealth Management
Minnesota
$3.48M -$507K -11,157 -13%
MFG
64
Marmo Financial Group
Tennessee
$3.42M +$878K +19,319 +35%
MWA
65
MN Wealth Advisors
Kansas
$3.34M +$577K +12,696 +21%
EWA
66
Evolution Wealth Advisors
Florida
$2.89M -$112K -2,470 -4%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$2.86M +$994K +21,859 +53%
GCM
68
Gallacher Capital Management
Colorado
$2.57M -$4.07M -89,465 -61%
MWM
69
MorganRosel Wealth Management
Colorado
$2.5M -$11.3K -249 -0.5%
EFS
70
Econ Financial Services
Pennsylvania
$2.42M -$5.86K -129 -0.2%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$2.38M +$11K +242 +0.5%
JCM
72
Janney Capital Management
Pennsylvania
$2.37M -$74.1K -1,630 -3%
PBO
73
Peoples Bank (Ohio)
Ohio
$2.23M +$2.23M +49,066 New
Truist Financial
74
Truist Financial
North Carolina
$2.15M -$56.1K -1,234 -3%
HIP
75
HUB Investment Partners
Texas
$2.06M -$8.82K -194 -0.4%
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